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Salary/Rate
£25000 - £30000/annum 
Location
Glasgow  
Posted
20/08/2015 (16:53) 
Agency
Job Type
Permanent 
Description

Independent Financial Advisor to work within a specialised Lifestyle Financial Planning company to provide financial guidance to their clients. The financial advisor role involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.

Financial Advisers requirements:

Business Development

Conduct in-depth reviews of clients' financial circumstances, current provision and future aims

Analyse information and preparing plans best suited to individual clients' requirements

Completing risk analyses

Research…

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Job Type
Permanent 
Applications
Less than 10  
 
Location
Swindon, Wiltshire  
Posted
14/08/2015 (09:14) 
Agency
Job Type
Permanent 
Description

Independent Financial Advisor – Self Employed
As our client continues to grow and expand they are seeking to recruit experienced Financial Advisors around Great Britain and Northern Ireland.
You will have a demonstrable track record in financial services with an existing client bank and can work effectively independently and as part of a team. The position requires you to be Qualified to level 4 diploma in financial services and have a commitment to self-employed status.
You will be home based while our client provides full back office professional compliance and systems support. In return your earnings will be uncapped with the possibility…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£30000 - £45000/annum Self Employed  
Location
Poole, Dorset  
Posted
12/08/2015 (17:23) 
Agency
Job Type
Permanent 
Description

As our client continues to grow and expand they are seeking to recruit experienced Financial Advisers around Great Britain and Northern Ireland.

You will have a demonstrable track record in financial services with an existing client bank and can work effectively independently and as part of a team. The position requires you to be Qualified to level 4 diploma in financial services and have a commitment to self-employed status.

You will be home based while our client provides full back office professional compliance and systems support. In return your earnings will be uncapped with the possibility to earn shares in the company.

To become…

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Job Type
Permanent 
Applications
Less than 10  
 
Location
Yeovil, Somerset  
Posted
28/08/2015 (15:58) 
Agency
Job Type
Permanent 
Description

As our client continues to grow and expand they are seeking to recruit experienced Financial Advisors around Great Britain and Northern Ireland.

You will have a demonstrable track record in financial services with an existing client bank and can work effectively independently and as part of a team. The position requires you to be Qualified to level 4 diploma in financial services and have a commitment to self-employed status.

You will be home based while our client provides full back office professional compliance and systems support. In return your earnings will be uncapped with the possibility to earn shares in the company.

To become…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£45000 - £50000/annum 
Location
Posted
28/08/2015 (11:38) 
Agency
Job Type
Permanent 
Description

Our client is a successful and independent IFA based in East Sussex. Currently there are 7 diploma qualified Advisors who cover the South East area, but the opportunities are such that they’re recruiting 3 furthers Advisors during 2015 to share in their success. They cover the entire financial services market, both commercial and personal, and research the broader financial services market to identify and provide the best options for each customer. Repeat business levels are high as they have a high service ethic, and all Advisors receive office and administration support so their time is available to meet customers, review their needs…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£35000 - £45000/annum 
Location
Christchurch, Dorset  
Posted
17/08/2015 (14:30) 
Agency
Job Type
Permanent 
Description

Our client pride themselves on passion and drive to deliver excellent Investment advice to their clients. At the heart of business, is their belief that clients deserve a consistently high standard of personal service. They have a wealth of experience and are fully qualified to provide independent impartial advice. They always look to find the best solutions for our clients needs by researching across all the appropriate markets, and we are well placed to provide advice to meet their needs through the different stages of their life.

JOB PURPOSE

• Actively attracting clients to the business using agreed methods of
prospecting…

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Job Title
Salary/Rate
£30000 - £90000/annum 
Location
Glasgow, Lanarkshire  
Posted
28/08/2015 (09:24) 
Agency
Job Type
Permanent 
Description

Financial Advisor

Financial Advisor required for an Independent Wealth Management firm in Glasgow is looking to take on an additional Independent Financial Advisor.

The base salary for the Independent Financial Advisor has the potential to earn circa £90,000. The Financial Advisor will be given full paraplanning and back office assistance, with available leads and professional connections, there are plenty of self sustaining business opportunities to work with and these will compliment the techniques you have employed during your career as an Independent Financial Advisor.

The Financial Advisor role will be a mix of office based…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£25000 - £80000/annum 
Location
Glasgow  
Posted
26/08/2015 (17:17) 
Agency
Job Type
Permanent 
Description

Financial Advisor required for a growing and highly reputable, stable financial advisory practice. Due to expansion, further acquisitions a new job vacancy for a Financial Advisor has become available for an experienced IFA in their team. The financial advisor will primarily be based central belt and west coast however other locations will be considered. The financial advisor job will be home based but with a Glasgow base where you will have your own paraplanner and sales support.

The financial advisor will be servicing a book of business provided to you due to their reputation, ties and client books available. However, you will be expected…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£60000/annum 
Location
Nationwide  
Posted
10/08/2015 (17:50) 
Agency
Job Type
Permanent 
Description

Self-Employed Financial Advisor (Clients Provided)
Various Locations
60k+ Per annum

Peritus Plus are working with a support company for Wealth Managers and Independent Financial Advisers.

Our client delivers dedicated compliance, administration and marketing support to enable our members to do what they do best, which is spending time advising clients.

Proposal
• This is an exciting opportunity for financial advisers who are currently employed or independent, to join an established advice firm on a self-employed basis.
• You will have the flexibility to work from home and manage your own time-scales, while benefiting from our clients…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£30000/annum 
Location
Chester, Cheshire  
Posted
21/08/2015 (16:13) 
Agency
Job Type
Permanent 
Description

Revive Recruitment are representing a client located in Chester, who are expanding and looking for an Employed Financial Advisor to join their team.

Our client is an established, chartered company of Financial Advisers who provide independent planning advice to companies and individuals.

We are looking for an IFA with an established bank of clients that you will bring to the company to develop and grow along with the assistance of my client.

Key Requirements:

• Diploma Qualified
• Must have an established bank of clients to bring to the company
• Proven track record as a Financial Planner
• Minimum 2 years experience
• Confident…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£35000 - £65000/annum 
Location
Okehampton  
Posted
28/08/2015 (15:42) 
Agency
Job Type
Permanent 
Description

Office Angels Exeter are looking for an experienced IFA who can provide high quality financial advice to both new and existing clients.
You will be working for an independent financial advisers that are based in North Devon, where you will be advising on a spectrum of financial advisers ranging from investments, pensions, mortgages through to life cover.

Experience Required:

You must come from an IFA or tied background and be able to evidence at least 3 years successful track record in a regulated role, with excellent report writing skills.
You will also be level 4 qualified with preferably some experience of investments…

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Salary/Rate
£35000 - £75000/annum Bonus & Benefits 
Location
London  
Posted
07/08/2015 (12:33) 
Agency
Job Type
Permanent 
Description

We are representing a highly successful City based IFA business who are seeking experienced IFA's to support the next phase of their growth.

The business owners are extremely successful and well connected IFA's in their own right and they operate a profitable and well funded IFA firm. This enables them to offer a carefully thought out, structured and supportive career opportunity for experienced, Dip PFS qualified advisers.

They will offer :-

A salaried role, typically £35,00 - £50,000 basic - to be individually negotiated dependent on your skills and experience.
Bonus validated at 3 x salary and then 30% on anything above
Regular…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£29000 - £36000/annum 
Location
Colchester, Essex  
Posted
27/08/2015 (08:56) 
Agency
Job Type
Permanent 
Description

Job Objective:

To undertake as much client related administration, review work, reporting and implementation, as proactively as possible in order to assist Independent Financial Advisers in the provision of independent financial services to clients; To undertake the required number of chargeable hours for the department; To complete tasks in an efficient and timely fashion and not to undertake a task which would take a higher time cost than that which an Independent Financial Advisor could take.

Typical Tasks:

• Undertake complex client specific analysis such as, CGT assessment and reporting, target funding and IHT evaluation, using areas…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£20000 - £25000/annum 
Location
Leamington Spa, Warwickshire  
Posted
Just Added!
Agency
Job Type
Permanent 
Description

Morris Jones Consulting Ref:
R401084WJB

Job Title:
IFA Report Writer

Overview:
An excellent opportunity for an experienced Report Writer has arisen to join a well-established reputable IFA practice in Leamington Spa, on a permanent basis.

Main Duties:

Key Accountabilities will be as follows:

• To work closely with Financial Planners in the pre advice administration process;
• Analysing fact find data in relation to existing portfolios incorporating pensions, protection and investments, as well as clients attitude to risk;
• Assessing suitability with advisers’ recommendations and creating suitability reports as per their request…

More
Job Type
Permanent 
Applications
More than 10  
 
Job Title
Salary/Rate
£25000 - £75000/annum 
Location
Blantyre  
Posted
28/08/2015 (09:43) 
Agency
Job Type
Permanent 
Description

Are you an experienced financial planner looking to join a long established & expanding Glasgow based independent financial advisor practice offering excellent support and lead generation?

This a great career opportunity for an experienced financial planner to join this premier provider of independent, impartial and professional advice to both private and corporate clients.

The financial planner will benefit from a very successful lead generation process, producing a high volume of quality leads for prospective clients throughout central Scotland.

The financial planner will work as part of a close-knit, collaborative team who have strong…

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Job Type
Permanent 
Applications
Less than 10  
 
Related Searches
 
Salary/Rate
£16000 - £18000/annum 
Location
Leeds, West Yorkshire  
Posted
13/08/2015 (17:38) 
Agency
Job Type
Permanent 
Description

Financial Administrator
Salary: £16,000 - £18,000

• Career Progression
• Leeds City Centre
• Excellent Benefits

An amazing opportunity has arisen to work for one of the largest independently owned stockbrokers in the UK, who trade on the London stock market.

You will be responsible for providing efficient professional support as a personal assistant to the financial advisers working with the investment market.

You will be responsible for providing financial, administrative and clerical services in order to ensure effective, efficient and accurate financial and administrative operations. This includes processing and monitoring…

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Salary/Rate
£15000 - £18000/annum bonus, 23 days hols, pension, health 
Location
Posted
07/08/2015 (09:40) 
Agency
Job Type
Permanent 
Description

Recently graduated or looking for an office based job?

Our client a prestigious and well established local company are looking for a Finance Administrator to manage a portfolio of independent financial advisors (IFAs).

You need to be computer literate, have high standards of quality, a confident telephone manner and the ability to work under pressure and to strict deadlines.

This is a full time permanent role working 35 hours per week, offering a basic salary between £15,000 - £18,000 (dependant on skills and experience) including a bonus scheme, 23 days holiday, pension and private medical insurance.

Contact Jesse at Meridian on 01722…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£16000 - £21000/annum 
Location
Penrith, Cumbria  
Posted
20/08/2015 (08:58) 
Agency
Job Type
Permanent 
Description

Job Title:

Financial Planning Administrator

Salary:

£16,000 - £21000

Overview:

An excellent opportunity has arisen for a Financial Planning Administrator to join a well-established reputable IFA practice in their Penrith office, on a permanent basis.
Main Duties:

A fantastic opportunity has arisen for an experienced IFA Support Professional to join a firm of Independent Financial Advisers based in Penrith.

Key Accountabilities will be as follows:

Providing full technical administration and paraplanning support to IFAs.
Processing investments, pensions and protection on behalf of consultants, obtaining quotations and illustrations…

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Salary/Rate
£22000 - £24000/annum bonus 
Location
London  
Posted
26/08/2015 (08:58) 
Agency
Job Type
Permanent 
Description

Who you'll be working for

A boutique, Independent Financial Advisory firm with a vast array of clients. Located in an enviable position in the heart of the West End.
This company welcomes ambitious individuals and will do all they can to support you through your professional development to become a Chartered Financial Advisor.What you'll be doing

You will be using your previous experience in an IFA to provide high quality, administrative support to the Finance Executive and Consultants.
You will have direct correspondence with the client, delivering exceptional service and exceeding expectations at all times.
You will be responsible…

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Job Title
Salary/Rate
£30000 - £40000/annum Negotiable 
Location
Dundee  
Posted
13/08/2015 (09:30) 
Agency
Job Type
Permanent 
Description

Job Title: Independent Financial Advisor
Location: Dundee
Permanent, Full time
Salary range: £30,000 - £40,000 per annum

Pertemps Commercial Division are currently recruiting for an Independent Financial Advisor to work within a busy, well established financial services company based in Dundee.

The successful applicant with need to be experienced in advising across Pensions, Investments and Protection on a face to face basis . Diploma/Level 4 qualifications is desirable or at least working towards this.

Position - You will advise clients on a face to face basis both from the office and at their place of work/homes on the full advice…

More
Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£18000 - £23000/annum 
Location
Wolverhampton, West Midlands Also in 3 other locations 
Posted
18/08/2015 (08:18) 
Agency
Job Type
Permanent 
Description

Job Title:
IFA Administrator – Wolverhampton.

Salary:
£18,000 – £23,000. Negotiable, depending on experience.

Overview:
An excellent opportunity has arisen for an IFA Administrator to join a reputable financial services broker based in their Wolverhampton office.

Main Duties:
• Provision of support to Independent financial consultants who give advice on pensions, investments and protection, mainly private client but some corporate also.
• Processing new business and submitting applications to providers.
• Obtaining valuations on existing arrangements and illustrations on new business enquiries.
• Sales support, typing letters…

More
Salary/Rate
£18000 - £24000/annum 
Location
Leeds, West Yorkshire  
Posted
10/08/2015 (09:27) 
Agency
Job Type
Permanent 
Description

Job Title:
Technical/ Senior Financial Planning Administrator
Overview:
An excellent opportunity for an experienced Financial Planning Administrator to join a well-established reputable IFA practice in North Leeds, on a permanent basis.
Main Duties:
A fantastic opportunity has arisen for an experienced Financial Planning Administrator to join a firm of Independent Financial Advisers based in Leeds.
Key Accountabilities will be as follows:
• Requesting quotes and comparisons as requested by advisers
• Retrieving policy information from providers via phone or websites.
• Submitting new business and processing transactions on provider wrap…

More
Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£30000 - £60000/annum  
Location
Leeds and Newcastle  
Posted
21/08/2015 (15:00) 
Agency
Job Type
Permanent 
Description

We are on the hunt for two Financial Planners to join our award winning financial advisory client - one role will be in their Leeds office and the other in their Newcastle office.

The roles at this nationwide company have good basic salaries, an excellent OTE and an impressive range of benefits.

You will be developing new opportunities from existing clients, networking with other introducers and covering the whole of market advice to clients on all products. Additional duties can be found below.

To be successful you will need to be diploma qualified and have CAS status. You will also have a proven track record in giving financial advice…

More
Job Type
Permanent 
Applications
Less than 10  
 
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